Three Bearings Fiduciary Advisors, Inc.

Three Bearings Fiduciary Advisors, Inc. (CRD# 283926) is a financial advisory firm headquartered in Hampton, NH. They manage $286,557,600 in 500 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
380 Lafayette Road Unit D, Hampton, NH 03842
https://www.linkedin.com/company/three-bearings-fiduciary-advisors
By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $573,115
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH

Financial Advisors at Three Bearings Fiduciary Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David Mayes, financial advisor Hampton NH
David T. Mayes
CRD#: 4400889
380 Lafayette Road Unit D, Hampton, NH 03842

David Mayes (CRD# 4400889) is an Investment Advisor Representative working at Three Bearings Fiduciary Advisors, Inc. in Hampton, NH and has over 20 years of experience in the finance industry.

2
Zachary Zwick, financial advisor Hampton NH
Zachary Zwick
CRD#: 6998612
380 Lafayette Road Unit D, Hampton, NH 03842

Zachary Zwick (CRD# 6998612) is an Investment Advisor Representative working at Three Bearings Fiduciary Advisors, Inc. in Hampton, NH and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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